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Global X Lithium & Battery Tech ETF
LIT

329 hedge funds and large institutions have $325M invested in Global X Lithium & Battery Tech ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 120 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $11.7M

2.94% less ownership

Funds ownership: 22.71% → 19.76% (-2.9%)

13% less funds holding

Funds holding: 376 → 329 (-47)

28% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 120

31% less capital invested

Capital invested by funds: $469M → $325M (-$144M)

58% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 71

Holders
329
Holders Change
-47
Holders Change %
-12.5%
% of All Funds
4.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
87
Reduced
120
Closed
71
Calls
$26.4M
Puts
$11.7M
Net Calls
+$14.7M
Net Calls Change
+$11.9M

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.21M
2
WH
Whitcomb & Hess
Ohio
+$7.51M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.57M
4
CI
CX Institutional
Indiana
+$3.03M
5
Squarepoint
Squarepoint
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22.3M
2
Jane Street
Jane Street
New York
-$12.6M
3
Bank of America
Bank of America
North Carolina
-$11.1M
4
PP
Prudential plc
United Kingdom
-$9.69M
5
MWA
MFA Wealth Advisors
Pennsylvania
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$3.23M +$1.39M +31,176 +78%
SIGI
27
Susquehanna International Group (Ireland)
Ireland
$3.17M – – –
RJA
28
Raymond James & Associates
Florida
$2.75M -$471K -10,563 -15%
JP Morgan Chase
29
JP Morgan Chase
New York
$2.46M -$2.83M -63,465 -54%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.45M -$299K -6,702 -11%
CAN
31
Cetera Advisor Networks
California
$2.38M +$232K +5,212 +11%
CA
32
Cetera Advisors
Colorado
$2.35M -$691K -15,512 -23%
OMC
33
Old Mission Capital
Illinois
$2.3M +$814K +18,264 +56%
KAS
34
Kestra Advisory Services
Texas
$2.28M +$86.6K +1,944 +4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.26M -$477K -10,712 -18%
Wealthfront Advisers
36
Wealthfront Advisers
California
$1.99M +$12.7K +285 +0.7%
Lido Advisors
37
Lido Advisors
California
$1.82M +$476K +10,688 +36%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.71M -$31.5K -707 -2%
AAS
39
Ameritas Advisory Services
Nebraska
$1.67M +$445K +9,994 +37%
Millennium Management
40
Millennium Management
New York
$1.57M +$1.54M +34,659 New
CIC
41
Canal Insurance Company
South Carolina
$1.5M – – –
Stifel Financial
42
Stifel Financial
Missouri
$1.47M -$49K -1,099 -3%
HF
43
HRT Financial
New York
$1.38M +$59.5K +1,335 +5%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$2.78M -62,328 -68%
Truist Financial
45
Truist Financial
North Carolina
$1.26M -$26.7K -599 -2%
BCV
46
Banque Cantonale Vaudoise
Switzerland
$1.19M +$245K +5,506 +27%
Creative Planning
47
Creative Planning
Kansas
$1.14M +$146K +3,273 +15%
MFS
48
Mirabella Financial Services
United Kingdom
$1.11M +$1.09M +24,510 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.11M -$163K -3,665 -13%
PF
50
Phoenix Financial
Israel
$1.09M +$1.07M +24,000 New
1
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LIT Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2024, worth a combined $325M — down 31% from $469M a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of LIT and 30 opened new positions — a net loss of 41 holders — while 120 trimmed existing stakes and 87 added.

The largest buyer was PNC Financial Services Group, adding an estimated $9.21M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 329 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2024, down from 376 in Q4 2023.
  • Funds reported $325M of Global X Lithium & Battery Tech ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 30 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2024 and 71 closed out, a net change of -41 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $9.21M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2024.